Both KBWY and RWR are ETFs. KBWY has a lower 5-year return than RWR (-6.73% vs 2.71%). KBWY has a higher expense ratio than RWR (0.35% vs 0.25%). Below is the comparison between KBWY and RWR.
| KBWY | RWR | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 25 | 40 |
| Category | Real Estate | Real Estate |
| Family | Invesco PowerShares | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.35% | 0.25% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 9.13% | 3.83% |
| Underlying Index | KBW Nasdaq Premium Yield Equity REIT Index | Dow Jones U.S. Select REIT Index |
| YTD Return | -13.57% | -1.94% |
| 1-Year Return | -24.50% | -13.42% |
| 3-Year Return | 5.42% | 8.60% |
| 5-Year Return | -6.73% | 2.71% |
| 10-Year Return | -0.65% | 3.98% |
KBWY
KBWY description
Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across real estate, equity investment trusts (reits) sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the KBW Nasdaq Premium Yield Equity REIT Index, by using full replication technique. Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF was formed on December 2, 2010 and is domiciled in the United States.
KBWY performance & returns
| YTD Return | -13.57% |
| 1-Month Return | -2.18% |
| 3-Month Return | -19.87% |
| 1-Year Return | -24.50% |
| 3-Year Return | 5.42% |
| 5-Year Return | -6.73% |
| 10-Year Return | -0.65% |
KBWY holdings
Top 10 Holdings (44.31% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| The Necessity Retail REIT Inc Class A | RTL | 5.07% |
| Medical Properties Trust Inc | MPW | 4.89% |
| Omega Healthcare Investors Inc | OHI | 4.85% |
| Sabra Health Care REIT Inc | SBRA | 4.64% |
| Global Net Lease Inc | GNL | 4.61% |
| Brandywine Realty Trust | BDN | 4.39% |
| EPR Properties | EPR | 4.36% |
| Global Medical REIT Inc | GMRE | 4.04% |
| Gladstone Commercial Corp | GOOD | 4.02% |
| Outfront Media Inc | OUT | 3.45% |
KBWY pros
The following are KBWY strengths from our perspective:
- KBWY 3-year return is 6.4%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
KBWY cons
The following are KBWY weaknesses from our perspective:
- KBWY net assets are $0.00 million. This fund is not a popular choice with retail investors.
- KBWY 5-year return is -5.65%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- KBWY 10-year return is -0.89%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
Other relevant KBWY comparisons
You may also want to check out the following KBWY comparisons that investors often look for on Finny
- KBWY vs EWRE
- KBWY vs FREL
- KBWY vs FRI
- KBWY vs ICF
- KBWY vs IYR
- KBWY vs PSR
- KBWY vs REZ
- KBWY vs ROOF
- KBWY vs RORE
- KBWY vs RWR
RWR
RWR description
SPDR Series Trust - SPDR Dow Jones REIT ETF is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across real estate, equity investment trusts (reits), diversified reits, industrial reits, office reits, residential reits, retail reits, health care reits sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Dow Jones U.S. Select REIT Index, by using representative sampling technique. SPDR Series Trust - SPDR Dow Jones REIT ETF was formed on April 23, 2001 and is domiciled in the United States.
RWR performance & returns
| YTD Return | -1.94% |
| 1-Month Return | -2.55% |
| 3-Month Return | -7.21% |
| 1-Year Return | -13.42% |
| 3-Year Return | 8.60% |
| 5-Year Return | 2.71% |
| 10-Year Return | 3.98% |
RWR holdings
Top 10 Holdings (48.03% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Prologis Inc | PLD | 12.66% |
| Equinix Inc | EQIX | 7.33% |
| Public Storage | PSA | 5.10% |
| Realty Income Corp | O | 4.31% |
| Welltower Inc | WELL | 4.10% |
| Simon Property Group Inc | SPG | 4.06% |
| Digital Realty Trust Inc | DLR | 3.12% |
| AvalonBay Communities Inc | AVB | 2.76% |
| Equity Residential | EQR | 2.36% |
| Extra Space Storage Inc | EXR | 2.23% |
RWR cons
The following are RWR weaknesses from our perspective:
- RWR net assets are $0.00 million. This fund is not a popular choice with retail investors.
- RWR 5-year return is 3.8%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- RWR 10-year return is 3.86%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
Other relevant RWR comparisons
You may also want to check out the following RWR comparisons that investors often look for on Finny
- RWR vs VNQ
- RWR vs EWRE
- RWR vs FREL
- RWR vs FRI
- RWR vs ICF
- RWR vs IYR
- RWR vs KBWY
- RWR vs PSR
- RWR vs REZ
- RWR vs ROOF
- RWR vs RORE